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Return to the Agenda after creating an invoice or note

If I create an invoice or note from the Agenda, then have TheraNest return me to the Agenda after I save the invoice or note so I can keep creating the invoices and/or notes for that day.
Guest about 2 years ago in Calendar & Scheduling 1 Future consideration

Select forms when using "New Appointment" link

When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...
Guest almost 5 years ago in Practice Management & Administration 0 Future consideration

Process payment and write off balance for multiple adjustment types

When processing an ERA, allow me to process the payment and write off the balance if there are multiple adjustment types.
Guest about 2 years ago in Billing & Payments 0 Future consideration

Create refunds for non-credit card payments

Allow me to mark a cash, check, etc. payment as refunded in TheraNest rather than just applying a credit to a client's ledger.
Guest about 2 years ago in Billing & Payments 2 Future consideration

Require documentation to be completed within a given timeframe

Allow me to set a timeframe for when providers need to complete progress notes, initial assessments, and treatment plans and send them a notification.
Guest over 3 years ago in Notes & Cases 1 Future consideration

Show client note on payment alert

When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.
Guest almost 5 years ago in Messaging & Notifications 0 Future consideration

Ignore date range when running the closed cases report

Allow me to run a report that displays the closing disposition for all my closed cases. Right now I have to enter a date range and I want to see all cases without having to remember the date I need to enter.
Guest about 2 years ago in Reporting 3 Future consideration

Create invoice from the appointment block

Allow me to create a client's invoice from their appointment block on the calendar.
Andrea Davis about 4 years ago in Calendar & Scheduling 1 Future consideration

Don't Disconnect Telehealth Sessions when client receives call

When connected with a client for an online session I have found some issues. If the client is using their phone and not a computer (which happens a lot), if they receive a call during our session and decline it, the session closes out and we have ...
Guest about 4 years ago in Conducting Telehealth Sessions 1 Future consideration

Document if the client owed amount has been sent to collections

Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
Guest over 5 years ago in Billing & Payments 4 Future consideration